+266.5%
MUU vs AMIX
-90.1%
+356.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +11.8% | +0.6% | +12.2% |
| 7D | -27.2% | +1.2% | -28.4% | -27.1% |
| 30D | -54.0% | -45.3% | -8.7% | -53.3% |
| 3M | -41.4% | -83.1% | +41.6% | -39.1% |
| 6M | -42.5% | -76.9% | +34.4% | -39.2% |
| YTD | +211.2% | -85.3% | +296.5% | +228.2% |
| All | +266.5% | -90.1% | +356.6% | +287.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AMIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling